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3 Roles of the Nonprofit CFO that Lead to Mission Success

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The role of the nonprofit CFO has undergone a profound evolution. No longer confined to the more traditional, narrow lane of strictly managing an organization’s revenue and expense sheets, today’s nonprofit CFOs are increasingly asked to design a multifaceted approach that encompasses strategic vision, collaboration, and innovation.

Roles 63
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8 Steps for Creating a Nonprofit Innovation Culture

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In a culture that supports innovation, everyone feels encouraged and confident to brainstorm, introduce new ideas, ask questions, and start conversations in order to identify opportunities for enhanced impact. Ultimately, you will be able to strengthen the impact your mission has on the people and communities you serve. Click here.

Culture 82
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Data Governance: The Key to Strategic Planning

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No matter the scale of your organization, an effective data governance framework is necessary to communicate your impact clearly to grantmakers and donors alike. They each play a role as collectors of information and stewards of data security. This is what will enable you to achieve your outcomes and measure your impact.

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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

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What is the impact of the problem? For example, you will be reviewing your expense management processes as part of this project, but any fundraising management topics will be reserved for a later initiative. Project Team List the names, titles, and respective roles of your core project team. How big is the problem?

Project 93
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An Evolution of Evaluation in Grantmaking With a Participatory Lens

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Among grantmakers, there tends to be a lot of focus on impact and outcomes, as well as metrics to measure impact. Grantmakers want to know if their funding has created the change they have envisioned. Here, we explore for whom change is desired and who is defining and measuring that change.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

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Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Data 77
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Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

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Just like any technology, realizing success on the Salesforce platform takes careful maintenance, dedication to change management, and intentional roadmap planning. These two roles can broadly be defined as follows: . Together, these technical “Tier 2” roles typically make up a university’s CRM Team. . Tier 2 Support.

Org 111